William (Bill) Klein has joined MillRiver Wealth Management as Financial Advisor and Assistant Vice President. A Chartered Financial Consultant and Certified Retirement Counselor, Klein works with clients in an engaged, professional partnership that focuses on each customer’s individual goals and objectives, specializing in retirement planning, financial planning, investment management and insurance. He is based out of MillRiver’s Nashua office located inside Merrimack County Savings Bank at 101 Broad Street. Investment products and services are offered through Infinex Investments.
“Bill’s expertise and exceptional ability to assist his clients manage their financial assets and plan for future needs is an incredible asset to the MillRiver Wealth Management team,” commented Brian Webb, Vice President and Team Leader. “Bill brings a wealth of knowledge, skill and enthusiasm to the company. It is a pleasure to welcome him aboard.”
Klein comes to MillRiver with more than 30 years of experience in Financial Services. Prior to joining MillRiver, he spent 14 years with Citizens and Sovereign Bank investment programs. A Certified Retirement Counselor, Klein earned his financial planning designation from the American College, holds a B.S. from University of New Hampshire and an M.S. from Penn State University. In addition to his Financial Planning practice, Bill has trained hundreds of other advisors on increasing financial planning knowledge and skills. For nearly 40 years, Bill has volunteered as a Special Olympics coach, and has served on both the Park and Recreation commission and as the School District Moderator for Merrimack, NH. He is currently the School District Moderator in Bedford, where he lives with his wife.
MillRiver Wealth Management offers trusted financial advice in the New England tradition of neighbors serving neighbors. With New Hampshire roots reaching 150 years, MillRiver combines the financial expertise and local insights of Merrimack County Savings Bank and Meredith Village Savings Bank, each with a legacy of trusted service dating back to the 1860s. Customized financial planning include solutions for investment management, retirement planning, financial planning and trust, estate and fiduciary services. For more information, call 603.223.2710.
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Meeting with MillRiver Wealth Management Team is without obligation or cost.
MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.
